I would like to customize the stages and pipe for each different Helpdesk team so that it will reflect their use cases.
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Bogføring
- Lager
- PoS
- Projekt
- MRP
Dette spørgsmål er blevet anmeldt
1
Svar
2624
Visninger
- Name of the Stage.
- Email Template: the customer will be sent an automatically when a ticket reaches this Stage.
- SMS Template: and SMS can be sent automatically to the customer when a ticket reaches this Stage (requires extra credits.)
- Folded in Kanban: this can be used to specify a final Stage where a ticket is considered closed. This Stage will be folded in the Kanban view.
- Helpdesk Teams: specifies which teams will have this Stage in their pipe.
- Stage Description and States Meaning:
- Each Stage can have its own description to help the team understand the purpose of a specific Stage.
- Each Stage will also have three states; by default, they are “In Progress”, “Blocked”, and “Ready”. And each State has a color that identifies it. You can change the name of the States to reflect a more relevant name that correlates to that specific Stage.
Stages: these are the main stages that a ticket goes through and each Stage can have its own configurations as well:
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Tilmeld dig| Related Posts | Besvarelser | Visninger | Aktivitet | |
|---|---|---|---|---|
|
|
1
jul. 24
|
3094 | ||
|
|
1
jul. 24
|
2463 | ||
|
|
1
jul. 24
|
2070 | ||
|
|
1
jul. 24
|
4151 | ||
|
3
jun. 25
|
2956 |
